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First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF

222 hedge funds and large institutions have $1.43B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 217222 (+5)

2.01% more ownership

Funds ownership: 70.57%72.58% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

11% less capital invested

Capital invested by funds: $1.61B → $1.43B (-$180M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
27
Increased
88
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
51
Janney Capital Management
Pennsylvania
$3.75M +$85.1K +1,838 +2%
SG
52
StoneX Group
New York
$3.48M +$199K +4,294 +6%
KAS
53
Kestra Advisory Services
Texas
$3.43M -$625K -13,499 -15%
HAS
54
HBW Advisory Services
California
$3.35M +$221K +4,774 +7%
EE
55
EWG Elevate
California
$3.15M +$432K +9,343 +16%
CCG
56
Cypress Capital Group
Florida
$3.09M +$418K +9,036 +15%
KWM
57
Kingsview Wealth Management
Oregon
$2.94M -$167K -3,598 -5%
PFS
58
Prospera Financial Services
Texas
$2.84M -$249K -5,372 -8%
GM
59
GeoWealth Management
Illinois
$2.67M +$50.9K +1,100 +2%
WAM
60
WealthTrust Asset Management
Florida
$2.61M +$144K +3,115 +6%
EL
61
Essex LLC
Illinois
$2.6M +$97.2K +2,100 +4%
MMA
62
Miracle Mile Advisors
California
$2.56M +$640K +13,830 +33%
Renaissance Technologies
63
Renaissance Technologies
New York
$2.49M +$2.52M +54,340 New
FTUS
64
Flow Traders U.S.
New York
$2.45M +$2.13M +46,096 +612%
CA
65
Cetera Advisors
Colorado
$2.45M +$1.45M +31,382 +141%
BRWM
66
B. Riley Wealth Management
Tennessee
$2.33M -$2.33M -50,348 -50%
LI
67
LVZ Inc
Michigan
$2.31M -$31.2K -674 -1%
CCFM
68
Clear Creek Financial Management
Washington
$2.29M +$80.6K +1,741 +4%
SCA
69
Snowden Capital Advisors
New York
$2.13M -$133K -2,878 -6%
BAWC
70
Boyce & Associates Wealth Consulting
Texas
$2.06M +$2.08M +45,044 New
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$1.92M -$54.4K -1,175 -3%
RW
72
RVW Wealth
California
$1.89M +$35K +757 +2%
AI
73
Atria Investments
North Carolina
$1.86M -$733K -15,848 -28%
IAN
74
Integrated Advisors Network
Texas
$1.85M +$372K +8,037 +25%
CWM
75
Cranbrook Wealth Management
Michigan
$1.78M -$1.9K -41 -0.1%

HYLS Hedge Fund Activity: Q1 2022 in Review

222 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) for Q1 2022, worth a combined $1.43B — down 11% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HYLS positions and 19 closed out — a net gain of 8 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $45.8M. The largest seller was Jane Street, exiting entirely with an estimated $50.3M sold.

  • 222 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $1.43B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 27 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2022 and 19 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2022 was First Trust Advisors, an estimated $45.8M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2022 was Jane Street, an estimated $50.3M sold.

Based on aggregated 13F filings for Q1 2022.